In this webinar, technology evangelist Diana Cabrices taught listeners about solutions designed to help financial planners navigate the estate planning conversation with ease (while staying compliant). Attendees will got an in-depth look at technologies such as Wealth.com, Vanilla, and Trust & Will, including how they’re different and what other advisors say about their success using them.
06.28.2023 - Estate Planning Tech
Estate Planning Technology for Financial Advisors
Presented by Diana Cabrices,